Evergreen Advisors’s Citigroup C Stock Holding History

Evergreen Advisors’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-712	Closed	-$80.7K	–	52
2026 Q1	$80.7K	Buy	+712	New	+$81.1K	0.02%	49

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Advisors's C Position: Q2 2026 in Review

Evergreen Advisors sold out of Citigroup (C) in Q2 2026, closing a stake of 712 shares — an estimated $80.7K sold.

Evergreen Advisors first reported a position in C in Q1 2026 and held it in 1 quarter. The position peaked at $80.7K in Q1 2026. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

Evergreen Advisors reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 712 Citigroup shares in Q2 2026, an estimated $80.7K.
Evergreen Advisors first reported a position in Citigroup in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Citigroup position peaked at $80.7K in Q1 2026.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.